Role Overview

As a sales representative, your responsibilities include advising financial products to clients while ensuring compliance with all relevant regulations and standards. You will also need to maintain strong relationships with clients, stay up to date with industry developments, and continuously develop your skills and knowledge.

• Provide financial advisory services to potential clients through referrals and partnerships with private banks, family offices, and external asset managers.
• Build and maintain relationships with clients and partners to understand their financial goals and provide suitable financial advice, including advising high net worth and ultra-high net worth clients on suitable life insurance solutions for their needs.
• Conduct financial assessments and analysis to identify client, recommending appropriate financial products and services
• Prepare and deliver presentations to clients on financial plannin...